Time for an Annual Check Up

This inventory can help you take stock of your life and determine if there are any recent or upcoming life events or life stage changes that require you to reevaluate your current insurance protection. Whether you complete this form and return it to us, or simply use it as a self-evaluation tool, we think you’ll find it helpful in focusing your attention on potential needs you have that may otherwise be overlooked.

Any of the following life events could mean a change in your financial needs.

Let us know which of these events you’ve experienced in the past year.

_ New child or grandchild_ New job or promotion_ Received an inheritance_ Experienced an investment gain or loss_ Health concerns_ Married or divorced_ Changed your estate plan_ Bought or sold a home_ Started or purchased a business_ Sold or acquired assets_ Kids off to college_ Financial windfall_ Death of a family member_ New investments or insurance_ Retired_ Gained or lost a business partner_ Other